Atticus Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $239K | Buy |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | $208K | Sell |
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|
2024
Q4 | $240K | Sell |
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|
2024
Q3 | $286K | Buy |
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|
2024
Q2 | $204K | Buy |
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|
2024
Q1 | $125K | Buy |
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|
2023
Q4 | $121K | Buy |
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|
2023
Q3 | $111K | Sell |
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|
2023
Q2 | $125K | Sell |
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|
2023
Q1 | $172K | Sell |
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|
2022
Q4 | $650K | Buy |
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|
2022
Q3 | $589K | Hold |
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|
2022
Q2 | $589K | Sell |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $289K | Buy |
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|
2021
Q1 | $283K | Buy |
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|
2020
Q4 | $190K | Buy |
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|
2020
Q3 | $152K | Sell |
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|
2020
Q2 | $383K | Buy |
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|
2020
Q1 | $116K | Buy |
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|
2019
Q4 | $47K | Buy |
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